See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,510 | $111,754+26.6% | $103,333+36.9% | $145,922-3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.06% | 24.77%-24.7pp | 24.88%-24.8pp | 561.29%-561.2pp |
| Employer contribution / active EE | $16,667 | $4,212+295.7% | $3,868+330.9% | $4,660+257.7% |
| Participant deferral / active EE | $20,333 | $5,619+261.9% | $5,057+302.0% | $6,688+204.0% |
| Admin fee / account holder | $4,207 | $9,750-56.9% | $8,355-49.6% | $13,397-68.6% |